BWA
Bordeaux Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
8,878
-3,399
| -28% | -$147K | 0.05% | 107 |
|
|
2025
Q1 | $487K | Hold |
12,277
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $456K | Hold |
12,277
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $509K | Hold |
12,277
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $479K | Hold |
12,277
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $487K | Sell |
12,277
-4,122
| -25% | -$163K | 0.16% | 58 |
|
|
2023
Q4 | $616K | Buy |
+16,399
| New | +$616K | 0.21% | 51 |
|